0902 GMT - Artificial intelligence and chip production localization will likely be two drivers of China's semiconductor industry in 2025, Minsheng Securities analyst Fang Jing says in a research note. As U.S. chip restrictions get tighter and Chinese leading AI chip makers Huawei and Cambricon Technologies continue to catch up technologies, the localization of AI chips could become a major trend, the analyst says. With external uncertainties expected to grow after Trump's U.S. election win, the development of homegrown chip equipment becomes more critical, he says. Minsheng reckons that Cambricon Technologies, Hygon Information Technology and Semiconductor Manufacturing International Corp. are among the chip stocks worth watching.(sherry.qin@wsj.com)
(END) Dow Jones Newswires
December 26, 2024 04:02 ET (09:02 GMT)
Copyright (c) 2024 Dow Jones & Company, Inc.
免責聲明：投資有風險，本文並非投資建議，以上內容不應被視為任何金融產品的購買或出售要約、建議或邀請，作者或其他用戶的任何相關討論、評論或帖子也不應被視為此類內容。本文僅供一般參考，不考慮您的個人投資目標、財務狀況或需求。TTM對信息的準確性和完整性不承擔任何責任或保證，投資者應自行研究並在投資前尋求專業建議。